Rothschild Investment LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rothschild Investment LLC’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$82.3K	Hold	562	–	–	﹤0.01%	1124
2026 Q1	$72K	Buy	562 +443	+372%	+$59.9K	﹤0.01%	1014
2025 Q4	$16.3K	Buy	119 +42	+55%	+$5.87K	﹤0.01%	1391
2025 Q3	$11K	Hold	77	–	–	﹤0.01%	1405
2025 Q2	$10.7K	Hold	77	–	–	﹤0.01%	1197
2025 Q1	$9.05K	Buy	+77	New	+$9.9K	﹤0.01%	1197

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Rothschild Investment LLC's IWP Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 562 shares worth $82.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Rothschild Investment LLC first reported a position in IWP in Q1 2025 and has held it in 6 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Rothschild Investment LLC held 562 shares of iShares Russell Mid-Cap Growth ETF worth $82.3K as of Q2 2026.
Rothschild Investment LLC left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1124 holding.
Rothschild Investment LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.